Augusta Capital offers customized investment management and financial planning services. They work with clients to understand their goals, risk tolerance, and financial situation to create a suitable investment portfolio. Augusta Capital uses various investments, including exchange-traded funds, mutual funds, individual stocks, and bonds. They primarily focus on long-term investment strategies but may make short-term adjustments based on market conditions or client needs.
Assets Under Management$33M
Clients12
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable and take into consideration the aggregate assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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